You will need a few pieces of information to open an account:

• Social Security number, date of birth and contact information for the beneficiary
• Social Security number for the authorized legal representative (if different from the account owner/beneficiary)
• Bank account information (account number and bank routing number)

Please note: As an added security measure, if you choose to make electronic contributions and/or withdrawals, CalABLE will perform a method of verification for any bank account you intend to use to transact in this program.

Get started

• Request Information Kit by mail

Request a CalABLE Visa® Prepaid Card
CalABLE offers a reloadable, prepaid card as an optional service to participants. CalABLE participants may request a prepaid card when opening an account or by logging into their CalABLE account and clicking on “Request Prepaid Card” on the “Profile” tab. A CalABLE Visa Prepaid Card can be requested for use by an Authorized Legal Representative, the beneficiary, or both. Once activated, participants can load money onto the card by requesting an ACH withdrawal from their CalABLE account and selecting the prepaid card option. The card gives participants added flexibility to pay qualified ABLE expenses and can be used everywhere Visa debit cards are accepted. Funds held on the prepaid card are FDIC insured. For more information on the CalABLE Visa Prepaid Card, including applicable fees and full terms and conditions, please visit CalABLEcard.com. The CalABLE Visa Prepaid Card is issued by MetaBank®, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc.

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Additional Account Opening Resources

Information Guide 

• English (PDF)
• Spanish (PDF)

Tri-fold Brochure

• English (PDF)
• Spanish (PDF)

Disclosure Statement

• English (PDF)
• Spanish (PDF)

Rollover forms

• Direct Rollover Form (PDF) (Use this form if the assets/rollover check will transfer directly from one provider to another.)
• Indirect Rollover Form (PDF) (Use this form if the assets/rollover check will be in your possession before transferring to a new provider.)